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How to connect Formaloo and Alegra
Create a New Scenario to Connect Formaloo and Alegra
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Formaloo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formaloo or Alegra will be your first step. To do this, click "Choose an app," find Formaloo or Alegra, and select the appropriate trigger to start the scenario.
Add the Formaloo Node
Select the Formaloo node from the app selection panel on the right.
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Configure the Formaloo
Click on the Formaloo node to configure it. You can modify the Formaloo URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Alegra Node
Next, click the plus (+) icon on the Formaloo node, select Alegra from the list of available apps, and choose the action you need from the list of nodes within Alegra.
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Authenticate Alegra
Now, click the Alegra node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Alegra settings. Authentication allows you to use Alegra through Latenode.
Configure the Formaloo and Alegra Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Formaloo and Alegra Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Alegra
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Formaloo, Alegra, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Formaloo and Alegra integration works as expected. Depending on your setup, data should flow between Formaloo and Alegra (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Formaloo and Alegra
Formaloo + Alegra + Slack: When a new form is submitted in Formaloo, a new contact is created in Alegra. Then, a message is sent to a Slack channel to notify the sales team about the new lead.
Alegra + Formaloo + Google Sheets: When a new sales invoice is created in Alegra, a customer satisfaction survey is sent via Formaloo. The survey results are then added as a new row in a Google Sheets spreadsheet.
Formaloo and Alegra integration alternatives
About Formaloo
Use Formaloo in Latenode to build forms and surveys, then automate follow-up tasks. Capture data via Formaloo and trigger workflows to update databases, send personalized emails, or create support tickets. Automate form-based data entry, reducing manual work. Using Latenode adds logic, integrations, and scheduling that Formaloo alone can't handle.
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About Alegra
Automate accounting tasks using Alegra within Latenode. Retrieve invoices, manage contacts, and track payments. Integrate Alegra data with other apps to automate financial reporting or trigger actions based on accounting events. Latenode adds flexible scheduling, error handling, and custom logic to streamline Alegra workflows beyond its standard features, creating robust, end-to-end processes.
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See how Latenode works
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FAQ Formaloo and Alegra
How can I connect my Formaloo account to Alegra using Latenode?
To connect your Formaloo account to Alegra on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formaloo and click on "Connect".
- Authenticate your Formaloo and Alegra accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Alegra contacts from new Formaloo submissions?
Yes, you can! Latenode enables seamless automation, instantly creating Alegra contacts from Formaloo form data, saving time and ensuring data consistency across platforms.
What types of tasks can I perform by integrating Formaloo with Alegra?
Integrating Formaloo with Alegra allows you to perform various tasks, including:
- Create new Alegra invoices from completed Formaloo order forms.
- Update contact information in Alegra based on Formaloo profile updates.
- Generate Alegra sales reports using data collected via Formaloo surveys.
- Trigger personalized email campaigns in Alegra from Formaloo responses.
- Sync Formaloo customer feedback with Alegra CRM for improved service.
Can I use JavaScript to transform Formaloo data before sending it to Alegra?
Yes! Latenode's JavaScript blocks allow you to manipulate and format Formaloo data to perfectly match Alegra's requirements, ensuring smooth data transfer.
Are there any limitations to the Formaloo and Alegra integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time synchronization depends on the API request limits of both services.
- Large data volumes might affect workflow execution time.
